MyPlanIQ 401k Investor Activant Solutions Inc Savings and Investment Plan

Activant Solutions Inc Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSDIX Cohen & Steers Realty Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate Government FIBIX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FSTMX Spartan U.S. Equity Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSDIX Cohen & Steers Realty Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Moderate Allocation FBALX Fidelity Balanced Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate Government FIBIX Fidelity U.S. Bond Index Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FSTMX Spartan U.S. Equity Index Fund
LARGE GROWTH FDGRX Fidelity Growth Company Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE VALUE AADEX ABF Large Cap Value Fund
Mid-Cap Growth PRDMX TRP Diversified Growth
Small Growth MSSGX Morgan Stanley Small Company Growth
LARGE VALUE EHSTX Eaton Large Cap Value A
SMALL BLEND RSPFX RS Partners Fund A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE GROWTH FEXPX Fidelity Export and Multinational Fund
Mid-Cap Growth RAISX Rainier Small Mid Cap Equity Fund
Total Available Funds: 28
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE CSDIX Cohen & Steers Realty Income Fund 65% 3 60 0 1.1% 2.11%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate Government FIBIX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.17% 2.09%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FSTMX Spartan U.S. Equity Index Fund 94% 3 60 0 0.09% 1.62%
LARGE GROWTH FDGRX Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 82% 3 60 0 1.18% 0.85%
LARGE VALUE AADEX ABF Large Cap Value Fund 78% 3 60 0 0.94% 1.65%
Mid-Cap Growth PRDMX TRP Diversified Growth 77% 3 60 0 0.87% 6.93%
Small Growth MSSGX Morgan Stanley Small Company Growth 70% 3 60 0 2.1% 0%
LARGE VALUE EHSTX Eaton Large Cap Value A 48% 3 60 0 1.27% 2.98%
SMALL BLEND RSPFX RS Partners Fund A 40% 3 60 0 1.12% 5.35%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE GROWTH FEXPX Fidelity Export and Multinational Fund 0% 3 60 0 0.74% 1.18%
Mid-Cap Growth RAISX Rainier Small Mid Cap Equity Fund 0% 3 60 0 1.01% 11.98%
Average Expense Ratio: 0.74%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 7.4% 3.8% 8.4% 6.5% 8.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:)
The plan consists of 29 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.

Activant Solutions Inc Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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